SILVERCREST ASSET MANAGEMENT GROUP LLC
NEW YORK NY · SEC CIK 0001232395
$138.38亿2026Q1 申报市值
832持仓数
13.1%前十大占比 · 第一大 1.9%
45 / 67新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNFP 新建仓+$6,174.07万
RYN 新建仓+$5,390.12万
RL 新建仓+$4,124.86万
CL 加仓+$3,230.58万
NIC 新建仓+$3,142.64万
2026Q1 卖出最多 按季末市值估算
CADENCE BANK COM 清仓-$8,330.39万
SYNOVUS FINL COR 清仓-$8,109.81万
POTLATCH CORP NE 清仓-$6,330.71万
CLEARWATER ANALY 清仓-$2,973.96万
NOBL 减仓-$2,696.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $2.64亿 | 1.91% | 852,991 | 18,132 | 2.2% | $561.20万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2.40亿 | 1.74% | 649,012 | 18,498 | 2.9% | $684.74万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2.37亿 | 1.71% | 825,344 | -9,142 | -1.1% | -$262.25万 | 减仓 |
| AAPL | APPLE INC COM | $1.98亿 | 1.43% | 778,332 | -15,558 | -2.0% | -$394.85万 | 减仓 |
| CSCO | CISCO SYS INC | $1.52亿 | 1.10% | 1,962,931 | 147,375 | 8.1% | $1,143.48万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $1.49亿 | 1.08% | 4,366,956 | -312,577 | -6.7% | -$1,067.14万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.47亿 | 1.06% | 510,008 | 1,458 | 0.3% | $41.93万 | 加仓 |
| IWF | ISHARES TR | $1.45亿 | 1.05% | 340,757 | -24,516 | -6.7% | -$1,045.36万 | 减仓 |
| WMB | WILLIAMS COS INC DEL COM | $1.41亿 | 1.02% | 1,937,415 | -48,204 | -2.4% | -$350.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1.38亿 | 1.00% | 563,286 | 881 | 0.2% | $21.54万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $1.31亿 | 0.94% | 707,225 | -17,978 | -2.5% | -$332.09万 | 减仓 |
| BWA | BORGWARNER INC COM | $1.29亿 | 0.93% | 2,380,293 | -45,420 | -1.9% | -$246.45万 | 减仓 |
| ETN | EATON CORP PLC SHS | $1.23亿 | 0.89% | 342,929 | 32,070 | 10.3% | $1,147.05万 | 加仓 |
| SNX | TD SYNNEX CORP | $1.23亿 | 0.89% | 726,631 | 1,210 | 0.2% | $20.41万 | 加仓 |
| AME | AMETEK INC COM | $1.20亿 | 0.86% | 558,126 | 4,336 | 0.8% | $92.95万 | 加仓 |
| LFUS | LITTELFUSE INC COM | $1.19亿 | 0.86% | 350,856 | 55,182 | 18.7% | $1,872.61万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL COM NEW | $1.17亿 | 0.84% | 1,755,340 | -37,805 | -2.1% | -$251.33万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $1.14亿 | 0.83% | 406,260 | -65,890 | -14.0% | -$1,853.96万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $1.14亿 | 0.82% | 4,147,429 | -159,557 | -3.7% | -$437.66万 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $1.14亿 | 0.82% | 1,232,776 | -38,446 | -3.0% | -$354.51万 | 减仓 |
| ABT | ABBOTT LABS COM | $1.12亿 | 0.81% | 1,094,600 | -27,335 | -2.4% | -$280.65万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $1.10亿 | 0.79% | 1,182,695 | -16,959 | -1.4% | -$157.72万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.10亿 | 0.79% | 526,352 | -14,451 | -2.7% | -$300.71万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $1.08亿 | 0.78% | 2,420,949 | -156,479 | -6.1% | -$698.99万 | 减仓 |
| NVDA | NVIDIA CORP COM | $1.08亿 | 0.78% | 617,812 | -126 | -0.0% | -$2.20万 | 减仓 |
| — | ARCOSA INC COM | $1.07亿 | 0.77% | 1,004,663 | -90,945 | -8.3% | -$965.29万 | 减仓 |
| HD | HOME DEPOT INC COM | $1.06亿 | 0.77% | 323,235 | -11,405 | -3.4% | -$375.10万 | 减仓 |
| EOG | EOG RES INC COM | $1.03亿 | 0.74% | 710,048 | 38,557 | 5.7% | $557.42万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.03亿 | 0.74% | 492,459 | -10,106 | -2.0% | -$210.48万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $1.01亿 | 0.73% | 487,489 | -125,593 | -20.5% | -$2,598.52万 | 减仓 |
| CWST | CASELLA WASTE SYS INC CL A | $9,933.73万 | 0.72% | 1,252,042 | -96,513 | -7.2% | -$765.74万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $9,817.28万 | 0.71% | 304,209 | -78,353 | -20.5% | -$2,528.57万 | 减仓 |
| AVY | AVERY DENNISON CORP COM | $9,473.04万 | 0.68% | 548,588 | 5,631 | 1.0% | $97.24万 | 加仓 |
| CSL | CARLISLE COS INC COM | $9,013.41万 | 0.65% | 270,168 | -7,320 | -2.6% | -$244.21万 | 减仓 |
| C | CITIGROUP INC COM NEW | $8,999.36万 | 0.65% | 793,524 | -148,295 | -15.7% | -$1,681.81万 | 减仓 |
| MTDR | MATADOR RES CO COM | $8,839.32万 | 0.64% | 1,399,066 | -120,654 | -7.9% | -$762.29万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $8,683.95万 | 0.63% | 410,958 | 2,239 | 0.5% | $47.31万 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $8,567.85万 | 0.62% | 527,447 | -122,145 | -18.8% | -$1,984.12万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,502.44万 | 0.61% | 775,133 | -181,144 | -18.9% | -$1,986.97万 | 减仓 |
| BCO | BRINKS CO COM | $8,490.02万 | 0.61% | 819,260 | -48,074 | -5.5% | -$498.19万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $8,418.61万 | 0.61% | 2,666,648 | -666,457 | -20.0% | -$2,104.01万 | 减仓 |
| META | META PLATFORMS INC CL A | $8,403.50万 | 0.61% | 146,881 | -1,296 | -0.9% | -$74.15万 | 减仓 |
| SXI | STANDEX INTL CORP COM | $8,012.99万 | 0.58% | 314,404 | -50,990 | -14.0% | -$1,299.55万 | 减仓 |
| PLXS | PLEXUS CORP COM | $7,900.07万 | 0.57% | 390,045 | -118,373 | -23.3% | -$2,397.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,559.53万 | 0.55% | 173,070 | 1,109 | 0.6% | $48.44万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $7,490.65万 | 0.54% | 109,974 | -3,943 | -3.5% | -$268.57万 | 减仓 |
| UNP | UNION PACIFIC CORP COM | $7,199.12万 | 0.52% | 296,724 | -2,903 | -1.0% | -$70.43万 | 减仓 |
| PATK | PATRICK INDS INC COM | $7,180.82万 | 0.52% | 646,509 | 5,850 | 0.9% | $64.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $6,946.49万 | 0.50% | 236,147 | -5,120 | -2.1% | -$150.61万 | 减仓 |
| SYK | STRYKER CORP COM | $6,897.06万 | 0.50% | 209,899 | -2,104 | -1.0% | -$69.14万 | 减仓 |
| CLH | CLEAN HARBORS INC COM | $6,890.13万 | 0.50% | 240,299 | -9,762 | -3.9% | -$279.91万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $6,859.87万 | 0.50% | 1,656,172 | -196,410 | -10.6% | -$813.53万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP COM | $6,828.96万 | 0.49% | 729,196 | -65,501 | -8.2% | -$613.42万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $6,800.73万 | 0.49% | 115,525 | -7,743 | -6.3% | -$455.81万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $6,708.23万 | 0.48% | 386,753 | -10,691 | -2.7% | -$185.44万 | 减仓 |
| PG | PROCTER AND GAMBLE CO COM | $6,696.95万 | 0.48% | 463,649 | -46,530 | -9.1% | -$672.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6,618.52万 | 0.48% | 138,116 | -1,504 | -1.1% | -$72.07万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $6,258.94万 | 0.45% | 236,050 | -29,742 | -11.2% | -$788.62万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $6,174.07万 | 0.45% | 716,747 | 716,747 | — | $6,174.07万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $5,850.99万 | 0.42% | 171,187 | -71,416 | -29.4% | -$2,440.92万 | 减仓 |
| — | EXXON MOBIL CORP COM | $5,836.17万 | 0.42% | 343,992 | -142,479 | -29.3% | -$2,417.30万 | 减仓 |
| ONB | OLD NATL BANCORP IND COM | $5,831.33万 | 0.42% | 2,638,610 | -415,668 | -13.6% | -$918.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $5,814.66万 | 0.42% | 172,057 | 1,195 | 0.7% | $40.38万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $5,600.15万 | 0.40% | 779,748 | -100,438 | -11.4% | -$721.35万 | 减仓 |
| TGT | TARGET CORP COM | $5,546.43万 | 0.40% | 457,626 | -2,604 | -0.6% | -$31.56万 | 减仓 |
| RYN | RAYONIER INC COM | $5,390.12万 | 0.39% | 2,614,027 | 2,614,027 | — | $5,390.12万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $5,272.57万 | 0.38% | 217,524 | -4,746 | -2.1% | -$115.04万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5,242.28万 | 0.38% | 736,482 | 467 | 0.1% | $3.32万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $5,182.32万 | 0.37% | 704,981 | -53,877 | -7.1% | -$396.05万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $5,137.19万 | 0.37% | 251,218 | -13,331 | -5.0% | -$272.61万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS VNG | $4,999.51万 | 0.36% | 533,338 | 168,423 | 46.2% | $1,578.80万 | 加仓 |
| SCI | SERVICE CORP INTL COM | $4,926.25万 | 0.36% | 597,047 | 30,170 | 5.3% | $248.93万 | 加仓 |
| V | VISA INC COM CL A | $4,869.20万 | 0.35% | 161,104 | 248 | 0.2% | $7.50万 | 加仓 |
| RJF | RAYMOND JAMES FINANCIAL INC COM | $4,848.86万 | 0.35% | 334,889 | -57,079 | -14.6% | -$826.45万 | 减仓 |
| CB | CHUBB LIMITED COM | $4,782.73万 | 0.35% | 146,741 | 10,132 | 7.4% | $330.23万 | 加仓 |
| OBK | ORIGIN BANCORP INC COM | $4,686.14万 | 0.34% | 1,130,277 | 129,481 | 12.9% | $536.83万 | 加仓 |
| FUL | FULLER H B CO COM | $4,588.04万 | 0.33% | 743,841 | -65,324 | -8.1% | -$402.92万 | 减仓 |
| CVBF | CVB FINL CORP COM | $4,575.96万 | 0.33% | 2,359,955 | -417,343 | -15.0% | -$809.23万 | 减仓 |
| OGS | ONE GAS INC COM | $4,557.69万 | 0.33% | 529,160 | -62,193 | -10.5% | -$535.67万 | 减仓 |
| IVV | ISHARES TR | $4,524.00万 | 0.33% | 69,258 | -2,710 | -3.8% | -$177.02万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $4,519.81万 | 0.33% | 69,499 | 12,924 | 22.8% | $840.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,428.24万 | 0.32% | 90,091 | 16,669 | 22.7% | $819.33万 | 加仓 |
| SF | STIFEL FINL CORP COM | $4,394.36万 | 0.32% | 594,474 | -142,956 | -19.4% | -$1,056.73万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $4,386.43万 | 0.32% | 343,034 | -12,460 | -3.5% | -$159.33万 | 减仓 |
| KNF | KNIFE RIV HLDG CO COMMON STOCK | $4,300.25万 | 0.31% | 526,666 | -74,638 | -12.4% | -$609.42万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $4,204.68万 | 0.30% | 740,647 | -10,003 | -1.3% | -$56.79万 | 减仓 |
| ICUI | ICU MED INC COM | $4,180.31万 | 0.30% | 323,676 | -56,787 | -14.9% | -$733.41万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $4,170.55万 | 0.30% | 375,318 | 189,953 | 102.5% | $2,110.77万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $4,124.86万 | 0.30% | 119,911 | 119,911 | — | $4,124.86万 | 新建仓 |
| PEP | PEPSICO INC COM | $4,112.63万 | 0.30% | 264,836 | -13,073 | -4.7% | -$203.01万 | 减仓 |
| MOD | MODINE MFG CO COM | $4,063.18万 | 0.29% | 187,494 | -53,462 | -22.2% | -$1,158.58万 | 减仓 |
| MUSA | MURPHY USA INC COM | $4,038.07万 | 0.29% | 81,746 | 4,713 | 6.1% | $232.81万 | 加仓 |
| BDC | BELDEN INC COM | $4,022.15万 | 0.29% | 350,267 | -60,910 | -14.8% | -$699.44万 | 减仓 |
| MAA | MID AMER APT CMNTYS INC COM | $3,917.27万 | 0.28% | 320,772 | -4,982 | -1.5% | -$60.84万 | 减仓 |
| HSY | HERSHEY CO COM | $3,899.38万 | 0.28% | 187,570 | 19,881 | 11.9% | $413.31万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP COM | $3,860.80万 | 0.28% | 357,014 | -50,373 | -12.4% | -$544.74万 | 减仓 |
| INDB | INDEPENDENT BANK CORP MASS COM | $3,803.20万 | 0.27% | 505,674 | -86,833 | -14.7% | -$653.08万 | 减仓 |
| LZB | LA Z BOY INC COM | $3,760.70万 | 0.27% | 1,170,095 | -146,815 | -11.1% | -$471.86万 | 减仓 |
| ORCL | ORACLE CORP COM | $3,738.18万 | 0.27% | 254,107 | -154,501 | -37.8% | -$2,272.87万 | 减仓 |
| WLY | WILEY JOHN & SONS INC CL A | $3,705.87万 | 0.27% | 972,666 | 51,377 | 5.6% | $195.75万 | 加仓 |